The Modern Accountant Podcast

Jason Staats stops by for episode 17 of The Modern Accountant Podcast! He is best known for the content he creates for the small business accounting community. After running his own accounting firm, this full-time creator has been delving into the world of AI and other technologies to bring you the most up to date information. His comedic spin on technology makes things approachable and fun. You can follow Jason on Twitter, Instagram, or LinkedIn or check out the Jason Daily podcast on all your favorite platforms or on YouTube. Follow Joe Kessler / Tech Guru FB - https://facebook.com/techguruit FB - https://facebook.com/joe.kessler.75 IG - @techguruit.com Follow Erin Andrews / Level Accounting Firm Facebook - https://www.facebook.com/erin.andrews.9 IG – @therebelaccountant IG - @ownersandoperations Website - levelaccountingfirm.com Check out the Owners & Operations Podcast  here: https://www.ownersandoperations.com/podcast

Andrew Berg stops by the podcast to discuss value-based pricing, and how it transformed his firm. Berg Advisors focuses on building relationships with their clients, and the pricing model they use is meant to reflect what goes into it. Make sure to listen carefully when we talk about the need for firms to stop wasting time by tracking time. We have a good time with Andrew, and clearly he is a great resource to have in the accounting industry.   You can follow Andrew on Facebook, Instagram, or LinkedIn from the links below or check out his appearance on the Owners & Operations Podcast linked below. Out of the Box Firm w/ Andrew Berg Follow Joe Kessler / Tech Guru FB - https://facebook.com/techguruit FB - https://facebook.com/joe.kessler.75 IG - @techguruit.com Follow Erin Andrews / Level Accounting Firm Facebook - https://www.facebook.com/erin.andrews.9 IG – @therebelaccountant IG - @ownersandoperations Website - levelaccountingfirm.com Check out the Owners & Operations Podcast  here: https://www.ownersandoperations.com/podcast

From building is resume to join the FBI, to turning down a position with the bureau to help change the narrative of the accounting industry, Sean Duncan is very candid during this episode and we have a lot of fun with him.  We hope you enjoy our time together as much as we did, and don't hesitate to reach out to Sean directly to see how he can help you. Follow Sean Duncan / SMD Consulting LinkedIn - https://www.linkedin.com/in/sean-m-duncan-cpa-3959935/ FB - https://www.facebook.com/SMDConsultingAndAccounting/ Follow Joe Kessler / Tech Guru FB - https://facebook.com/techguruit FB - https://facebook.com/joe.kessler.75 IG - @techguruit.com Follow Erin Andrews / Level Accounting Firm Facebook - https://www.facebook.com/erin.andrews.9 IG – @therebelaccountant IG - @ownersandoperations Website - levelaccountingfirm.com Check out the Owners & Operations Podcast  here: https://www.ownersandoperations.com/podcast

Follow Erin Andrews: Facebook - https://www.facebook.com/erin.andrews.9 IG – @therebelaccountant IG - @ownersandoperations Website - levelaccountingfirm.com Check out the Owners & Operations Podcast  here: https://www.ownersandoperations.com/podcast Products mentioned on the show: Canopy - https://bit.ly/3Xwqify SafeSend - safesend.com Hubspot - https://www.hubspot.com/ Fathom - https://www.fathomhq.com/  

Often times an accountant relates expense categorization to herding cats. Well, on this episode, we sat down with an expert cat herder to have a lighthearted conversation about, Uncat. Brandon Bruce is one of the co-founders of the product and you can sense the passion behind the product. We met at a conference in St. Louis and are excited to begin working with them as partners to help shape the technology landscape in the accounting industry. In the words of John McClain - "Yippee kay yay ****** ******!"

In this episode, we aim to expedite your ability to close the month-end financials for your clients. We are joined by Founder and CEO of Keeper, Ben Stein. Ben dives into some of the ways that Keeper can help with this arduous and often time-consuming task, and ultimately, reduce the time you invest by as much as 50%. Keeper is the latest of exciting partnerships Tech Guru has created to streamline technology for the modern accountant.

We're back from summer break with another episode. This time around we are joined by Alex Loewenstein, General Manager with Paro for CPA firms. We will be discussing the challenges firms face with addressing capacity planning and staff shortages, and how Paro's unique approach to this all to familiar challenge could be just what the guru ordered.

Episode 10 features Zachary Watson, a cloud technology expert from IONOS. We explore how cloud services are becoming easier to implement, IONOS' distinctive solutions, the misconceptions about cloud and on-prem storage, and the role of diversification in cloud storage. Visit www.ionos.com to learn more about cloud hosting options and to take a test run. Send in a voice message: https://podcasters.spotify.com/pod/show/the-modern-accountant/message

In this episode, we explore voice AI's fascinating yet concerning domain and its implications for voice-based scams. As AI technology evolves, it's now possible to accurately imitate anyone's voice, inevitably leading to misuse by bad actors. We illuminate the diverse strategies scammers employ to harvest voices from sources like social media and personal phone calls. Our hosts, Joe and Justin, underscore the critical role of employee education and awareness in countering voice phishing assaults. Moreover, we expose prevalent phishing schemes and provide actionable advice on self-protection. Join us on this journey through the dynamic world of voice AI, and let's equip ourselves with the knowledge needed to fend off voice scams. Send in a voice message: https://podcasters.spotify.com/pod/show/the-modern-accountant/message

In this episode, Justin and Joe unpack the six most crucial aspects of accounting technology. Using their unique Accounting Tech Optimization Model, they delve into each component: IT Support, Applications, Gear, Connectivity, Cybersecurity, and Strategy. The discussion doesn't just stop at highlighting these six key elements. They share examples of good, better, and best practices for each one, offering a comprehensive guide to enhance your firm's technology. From understanding why IT support is integral to a firm's tech stack to the importance of strategic planning for new technology investments, this episode is an enlightening journey that explores the often overlooked corners of accounting technology. Featuring rapid-fire topics, valuable tools, insightful analogies, and a pinch of humor, this episode is a must-listen for those looking to stay ahead in the ever-evolving accounting industry. Tune in to keep a leg up on the competition and understand the value of a well-optimized tech stack. Learn more about the Accounting Technology Optimization Model: https://www.techguruit.com/accounting-tech-optimization-model/ Send in a voice message: https://podcasters.spotify.com/pod/show/the-modern-accountant/message

In this episode, we take a deep dive into the world of practice management software and its evolution in enhancing client engagement. We discuss the significant developments over the years that have revolutionized how accountants work, including the move to the cloud and the increasing demand for software that offers a mobile app-like experience. To give us a closer look at the current state of practice management software, we sit down with Bryson Webster, a leading expert in the field, and a representative from Canopy, the top cloud-based practice management tool. Bryson shares his wealth of knowledge with us, delving into how PM software has transformed into a sophisticated tool that continually adapts to the evolving needs of accountants. We also explore the exciting integration of GPT technology, which is set to transform PM software, allowing for unparalleled capabilities in automation and client engagement. Promo: Get a free $50 Amazon gift card when you demo Canopy: https://bit.ly/3HCbaGM Send in a voice message: https://podcasters.spotify.com/pod/show/the-modern-accountant/message

In this episode, Justin Amundson and Joe Kessler discuss cybersecurity in accounting and how to protect your business from hackers. They delve into the different types of cyber attacks, the importance of having a robust security infrastructure, and share a cautionary tale of an accounting firm hit with $600,000 in ransomware. Joe also shares key cybersecurity measures firms should implement and ways to keep employees informed and educated about cybersecurity best practices. Take our cybersecurity assessment here: https://www.techguruit.com/security Send in a voice message: https://podcasters.spotify.com/pod/show/the-modern-accountant/message

This insightful episode explores how collaboration tools can elevate your accounting practice to the next level. We examine practice management platforms that unify and optimize client communication and discuss the rising importance of digital voice solutions in accounting. We also cover the power of practice management software in streamlining your firm's operations and how solutions like Canopy, Karbon, and Tax Dome can help you manage client communication, projects, financial insights, time tracking, and client/vendor relationships. Finally, we dive into workflow automation tools, such as monday.com, Asana, Microsoft Flow, and Zapier, and how these platforms can bridge the gap between siloed software and enable seamless, automated workflows. Watch our monday.com workshop here: https://youtu.be/g83dt0bCG4I Send in a voice message: https://podcasters.spotify.com/pod/show/the-modern-accountant/message

Uncover the secrets to mastering FTC compliance and leveraging the IRS Publication 4557 in this riveting episode. Delve into the strategies employed by modern accountants to conquer data security and cybersecurity challenges, ensuring the protection of sensitive information. Ignite your expertise in accounting compliance and stay ahead of the curve by taking our security assessment, based on the IRS publication 4557: www.techguruit.com/security. Send in a voice message: https://podcasters.spotify.com/pod/show/the-modern-accountant/message

In this episode of The Modern Accountant Podcast, we explore the world of remote accounting and discuss the benefits and challenges of managing a remote team. With more and more businesses shifting to remote work, it's essential to understand the unique dynamics of managing a remote accounting firm. Our hosts share personal experiences and provide practical tips for success, covering topics such as communication and collaboration, data security and compliance, and managing a remote team effectively. From choosing the right tools to setting clear goals and expectations, this episode offers valuable insights and best practices for running a successful remote accounting firm. Send in a voice message: https://podcasters.spotify.com/pod/show/the-modern-accountant/message

In the latest episode of The Modern Accountant Podcast, we tackle the common challenges that accountants face in keeping up with industry standards and technology. Join us as we discuss the top five pain points: meeting regulatory requirements, document management, application consolidation, hybrid workforce management, and building client relationships in a virtual environment. Accounting tech expert Joe Kessler will provide actionable advice and technological solutions to help accountants overcome these challenges. Whether you're a seasoned accountant or just starting out in the field, this episode is a must-listen. So grab your favorite beverage, tune in, and join the conversation! Send in a voice message: https://podcasters.spotify.com/pod/show/the-modern-accountant/message

Welcome to the first episode of 'The Modern Accountant' podcast. Today, we're diving into the importance of moving your data to the cloud. Join host Justin Amundson and co-host accounting tech expert Joe Kessler as they demystify different types of cloud solutions and answer common questions. From the benefits of cloud storage to security concerns and costs, this episode is a must-listen for anyone in the accounting industry. Plus, hear real-world examples of how moving to the cloud has helped our clients. Stay tuned for more episodes, and send in your questions on our website at techguruit.com/podcasts. Send in a voice message: https://podcasters.spotify.com/pod/show/the-modern-accountant/message